Compare · 2 funds side by side · dividends reinvested

USRT and FREL

USRTiShares×FRELFidelity×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$11,898USRT · best of the two

02 / 04

USRT and FREL, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core U.S. REIT ETFSectors · Real estate0.08%2.69%+16.5%+16.4%+16.4%+3.5%−12.4%13.9%$4.4B1.3

Fidelity MSCI Real Estate Index ETFSectors · Real estate0.08%3.33%+11.6%+11.7%+13.9%+1.1%−11.6%14.2%$1.4B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: USRT 2007 · FREL 2015

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core U.S. REIT ETF · $4.4B$11,898

USRT

FREL

Fidelity MSCI Real Estate Index ETF · $1.4B$10,568

$10,000 five years ago, dividends reinvested · they hold 79.0% in common

USRTMeasureFREL

+16.5%Year to dateJan 1 → Nov 5+11.6%

+16.4%1 yearTotal return+11.7%

+16.4%3 years · per year$10,000 became $15,762 · $14,795+13.9%

+3.5%5 years · per year$10,000 became $11,898 · $10,568+1.1%

0.08%Expense ratio$8 · $8 a year on $10k · lower is better0.08%

2.69%Trailing 12-mo yield$269 · $333 a year on $10k3.33%

−12.4%Worst dropSmaller is better−11.6%

13.9%VolatilityLower is calmer14.2%

USRTFREL Winner of the row, in its colourEach row: the bigger of the two fills its side

5–2USRT wins

End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

USRT vs FREL: Top 5 Holdings

Today

USRT

31.4%in top 5

FREL

in top 532.0%

USRTStockFREL

9.2%WELL9.7%

6.9%PLD7.2%

6.0%EQIX5.5%

not top 5AMT4.9%

4.8%SPG4.6%

4.5%PSAnot top 5

Held in common79.0%

End-of-day Nov 5, 2026 · share of each fund

USRT vs FREL Returns, Every Period

iSharesUSRT

+3.5%

5 years, per year

FRELFidelity

+1.1%

5 years, per year

USRTFRELFaded: behind in that period

4–0USRT wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

USRT vs FREL

YTD

iSharesUSRT

+16.5%

FRELFidelity

+11.6%

+16.5%Year to date+11.6%

−12.4%Worst drop · 1Y−11.6%

13.9%Volatility · 1Y14.2%

2.7%Yield3.3%

$4.4BAssets$1.4B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: USRT, FREL

Today

0.08%lowest, USRT

FundExpense ratioFee$10k

USRT0.08%$8

FREL0.08%$8

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: USRT, FREL

3.33%highest, FREL

FundTrailing yieldYield$10k

FREL3.33%$333

USRT2.69%$269

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$325most kept, FREL

FREL$333 − $8 = $325

USRT$269 − $8 = $261

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: USRT, FREL

Today

79.0%most shared, USRT and FREL

USRTFREL

USRT—79.0%

FREL79.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+16.4%USRT, at 13.9% volatility

USRTWorst drop−12.4%13.9% vol

FRELWorst drop−11.6%14.2% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

FRELUSRT

+11.6%Year to date+16.5%

3.3%Yield2.7%

+11.7%Past year+16.4%

0.08%Fee0.08%

2–1USRT wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026